Tandem Talk

A quarterly financial podcast sharing history, insight, and market commentary from our Investment Team.

November 2023

Episode 14: The Importance of Capital Allocation

Tandem’s Investment Team returns with our 14th episode of Tandem Talk! We take a look back to last quarter’s podcast and can’t help but recognize that we are basically in the same place we were 2 years ago. We are still seeing this two-market divide grow deeper and the discussion surrounding banks continues as we see tighter restrictions on loans and stricter lending. We touch on the importance of capital allocation and why we may be seeing past misallocations of funds become problematic. Closing out the podcast, we discuss Tandem’s Two Pillars and our commonsense approach to investing.

Investment Team:

John Carew, President & Founder

Billy Little, CFA, Senior Vice President

Ben Carew, CFA, Vice President

Jordan Watson, CFA, Associate Portfolio Manager

Disclaimer: Tandem Investment Advisors, Inc. is an SEC registered investment advisor.

This podcast is for informational purposes only and shall not constitute or be considered financial, tax or investment advice, or an offer to sell, or a solicitation of an offer to buy any product, service, or security. Tandem Investment Advisors, Inc. does not represent that the securities, products, or services discussed on this podcast are suitable for any particular investor. Indices are unmanaged and not available for direct investment. Please consult your financial advisor before making any investment decisions. Past performance is no guarantee of future results. All past portfolio purchases and sales are available upon request.

All performance figures, data points, charts and graphs contained in this report are derived from publicly available sources believed to be reliable. Tandem makes no representation as to the accuracy of these numbers, nor should they be construed as any representation of past or future performance.

Podcast Inquires: Please email Elaine Natoli at [email protected].

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